Mario Gabelli

Mario Gabelli

Last Update: 04-16-2015

Number of Stocks: 861
Number of New Stocks: 32

Total Value: $19,197 Mil
Q/Q Turnover: 3%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Mario Gabelli Watch

  • A Glance At Two New Holdings in Mario Gabelli's Portfolio

    So far in 2015, guru Mario Gabelli (Trades, Portfolio) hasn’t been inclined to purchase shares of companies that are new to his portfolio. He has added to several existing holdings and reduced others, but there have been only two new purchases – Courier Corp (CRRC) and Vitesse Semiconductor Corp (VTSS) – in the last three and a half months.


    Gabelli’s initial investment in Courier, a Massachusetts-based book manufacturing and publishing company that specializes in education, religion and trade publications, came March 19, when Gabelli bought 375,200 shares for an average price of $24.15 per share. A couple of weeks later, he added 152,000 shares to his stake for an average price of $24.48 per share, then he added 153,000 shares to his portfolio two days after that for an average price of $24.77 per share.

      


  • Mario Gabelli Ups Stake in Jason Industries While Stock Is Rocketing

    Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York.


    Gabelli's activity

      


  • Better Business Bureau Pulls Plug On DTV's Advertisements

    It really shouldn’t surprise anyone that cable TV providers have felt put upon by the advertising campaign launched by DirecTV (DTV) in September. The entertaining advertisements, which feature actor Rob Lowe as a DirecTV customer and several of Lowe’s bizarre alter egos cast as cable subscribers, have been so successful with viewers that memes parodying them have been popping up on social media sites.


    But that may be coming to an end.

      


  • Prem Watsa's Stocks With Growing EBITDA

    Prem Watsa (Trades, Portfolio) is the founder of Fairfax Financial Holdings, which he has managed since 1986. The name means “Fair, Friendly Acquisitions.” and in the first five years, from 1985 to 1989, the Book Value per share of Fairfax grew from $1.52 to $10.50.


    Currently, the portfolio is composed of 43 stocks, for a total value of $1,545 Mil, and according to GuruFocus, New Oriental Education & Technology Group Inc. (EDU), NewMarket Corp (NEU), Precision Castparts Corp (PCP), and CSX Corp (CSX) are the 4 companies that are having the highest growing EBITDA.

      


  • Two Gurus Hold Stakes in Embattled BioScrip

    BioScrip Inc (BIOS), a New York-based national provider of infusion and home care management solutions, announced last month the sale of $62.5 million in Series A Convertible Preferred Stock to Coliseum Capital Management, LLC, and related funds.


    The price of shares dropped 10% the day after the announcement; now two law firms – the Shuman Law Firm and Kirby McInerney LLP – are investigating possible claims against BioScrip officers and directors stemming from a Department of Justice press release that disclosed that BioScrip had agreed to relinquish $15 million for its cooperation in a kickback plan with Novartis Pharmaceuticals, Inc.

      


  • Gabelli Sells Part of Stake in Myers Industries

    Last week, on April 2, guru Mario Gabelli (Trades, Portfolio) did something he has seldom done since 2015 began – he sold a portion of his stake in a company, Myers Industries Inc (MYE). It is rarer still for him to sell shares in that particular company; Myers has been in his portfolio for years, and Gabelli sold 12,500 shares in the first quarter of 2014. In the rest of the year, he purchased nearly 600,000 shares.


    The Akron, Ohio-based Myers is the largest wholesale tire repair supply distributor in the United States as well as a manufacturer of plastic packaging, storage and safety products and specialty molding.

      


  • Mario Gabelli Reduces Stake in Superior Industries International

    Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors) a $30 billion dollar global investment firm headquartered in Rye, New York.


    New Level

      


  • Weekly CEO Buys Highlight: PHII, RHP, OPK, VNR, LUB

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:


    PHI Inc (PHII): CEO and 10% Owner Alton Anthony Gonsoulin Jr bought 57,632 shares

      


  • A Look at Mario Gabelli's Latest Stake Increases

    Mario Gabelli (Trades, Portfolio) has continued to use the same formula for success since 1976 when he founded GAMCO Investors. The firm has continued to use a bottom-up research strategy with a consistent investment process.


    Gabelli currently owns 861 stocks in his portfolio with a total value of $19.19 billion and a quarter-over-quarter turnover at 3%.

      


  • Mario Gabelli's Top 5 Stock Picks

    Mario Gabelli (Trades, Portfolio) is the founder of GAMCO Investors, a firm with $49.9 billion in assets under management across a range of funds. Investing at GAMCO centers on a fundamental, bottom-up approach.  


  • Mario Gabelli Adds to His Navistar Position; Should You follow?

    Mario Gabelli (Trades, Portfolio) is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York. Forbes magazine's 2006 Forbes 400 rankings listed him as #346 on the list of wealthiest Americans and estimated his net worth at $1.0 billion.


    On March 23, 2015, Mario Gabelli (Trades, Portfolio) bought 400,405 shares of Navistar (NAV), increasing his stake in the company to more than 6.5 million shares. Navistar International Corporation is a holding company whose principal operating entities are Navistar, Inc. and Navistar Financial Corporation. The company is an international manufacturer of International® brand commercial and military trucks, MaxxForce® brand diesel engines, IC Bus™ brand school and commercial buses as well as a provider of service parts for trucks and diesel engines. The company also provides retail, wholesale and lease financing services for its trucks and parts.

      


  • Billionaire Gabelli Reduced Stake in Biglari Holdings

    Mario Gabelli (Trades, Portfolio) is the founder, chairman and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion dollar global investment firm headquartered in Rye, New York.


    Hedge fund guru

      


  • Mario Gabelli on Navistar, Viacom and health and wellness stocks

    Mario Gabelli (Trades, Portfolio), GAMCO Investors chairman and CEO, explains why he is a fan of health and wellness stocks, Navistar (NAV), and Viacom (VIA).


      


  • Mario Gabelli Suggests Investors Should Look Globally

    Having exposure to European markets is not good for an American corporation these days given the strong US dollar.


    However Mario Gabelli (Trades, Portfolio) likes where he sees Europe going over the next couple of years with the aid of massive quantitative easing.

      


  • Mario Gabelli Ups Stake in BioScript, But Value of Stock Declines

    Mario Gabelli (Trades, Portfolio) is the founder chairman, and CEO of Gabelli Asset Management Company Investors (GAMCO Investors), a $30 billion global investment firm headquartered in Rye, New York.


    The investor reported increasing his stake in BioScrip, Inc. (BIOS) on March 12, according to GuruFocus Real Time Picks.

      


  • Mario Gabelli Comments on Walgreens Boots Alliance Inc

    Walgreens Boots Alliance Inc. (0.1%) (WBA – $76.20 – NYSE), based in Deerfield, Illinois is now the world’s largest retail pharmacy chain and drug wholesaler. After several years of uneven performance, the company is undergoing a complete management change as part of its just completed merger with Alliance Boots. Boots Chairman Stefano Pessina will lead the company on an interim basis as it searches for a permanent leader with global retail and pharmacy experience. New CFO Tim McLevish is aggressively cutting costs, accelerating the integration of Alliance Boots, and returning more cash to shareholders. While there is still a lot of work left to do, we believe that the combined company should be a global leader with significant free cash flow once the integration is complete.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Time Warner Inc

    Time Warner Inc. (0.3%) (TWX – $152.06 – NYSE), located in New York, New York, is a diversified media company with operations in cable networks through HBO, TNT, TBS & CNN, and film & television production. We like the company’s cable networks, high margins and low capital intensity. We expect the company to use its free cash flow to return capital to shareholders through its $1.27 per share dividend and aggressive share repurchases. Following the $85 per share bid by Twenty-First Century Fox (2.2%), we expect Time Warner could be an acquisition target.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on National Fuel Gas Co

    National Fuel Gas Co. (0.5%) (NFG – $69.53 – NYSE) is a diversified natural gas company. NFG owns a regulated gas utility serving the region around Buffalo, New York, gas pipelines that move gas between the Midwest and Canada and from the Marcellus to the Northeast, gathering and processing systems, and an oil and gas exploration and production business. NFG’s regulated utility and pipeline businesses, as well as its California oil production business, provide stable earnings and cash flows to support the dividend, while the natural gas production business offers significant upside potential. NFG’s ownership of 800,000 acres in the Marcellus shale, including 745,000 acres in the shale fairway of Pennsylvania, holds enormous natural gas reserve potential, and we believe the position could be worth $3.5 billion based on recent comparable transactions. We continue to expect above average long term earnings and cash flow growth from rapidly growing gas production and expansion of the strategically located pipeline network. The company has increased its dividend for over forty consecutive years. In addition, NFG is considering corporate restructuring alternatives, such as a master limited partnership (MLP) of its midstream assets.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Liberty Global plc

    Liberty Global plc (0.2%, 0.8%) (LBTYK – $48.31 – NASDAQ, LBTYA – $50.21 – NASDAQ) is the leading international cable operator, offering advanced video, telephone, and broadband internet services. The company operates broadband communications networks in 14 countries, principally located in Europe under the brands UPC, Unitymedia (Germany), Virgin (UK), Telenet (Belgium), and VTR (Chile). As part of its June 2013 acquisition of Virgin Media, Liberty Global redomiciled in the UK, increasing its strategic flexibility in the future. The company is internationally focused and well positioned to capitalize on the growing demand for digital television, broadband internet, and digital telephony services in markets across its diverse geographic footprint. The company closed its acquisition of Netherlands cable operator Ziggo, among its largest to date, in November 2014. In an effort to surface additional value, in early 2015 Liberty Global is expected to issue a stock tracking its Latin American operations.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


  • Mario Gabelli Comments on Honeywell International Inc

    Honeywell International Inc. (1.2%) (HON – $99.92 – NYSE) is a Fortune 100 company that invents and manufactures technologies to address some of the world’s toughest challenges linked to global macrotrends such as energy efficiency, clean energy generation, safety and security, globalization and customer productivity. Based in Morris Township, New Jersey, the company employs approximately 132,000 people worldwide, including more than 22,000 engineers and scientists.

    From Mario Gabelli (Trades, Portfolio)’s Asset Fund Q4 2014 Commentary.  


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